Opinions
Kim Bolton
Infineon Technologies
IFNNY-OTC
TOP PICK
Jun 19, 2024
$38.780
Stock price when the opinion was issued
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PAST TOP PICK
(A Top Pick Jul 22/19, Up 35%) He had to be patient with this Dutch-German company. It is now the 8th largest semi-conductor company in the world and the leading supplier of electronic technology to the autonomous driving system. They are in the right place at the right time. Discounted cash flow valuation has a fair value of $26.25, so there is still a little more runway and it remains in his top 5 holdings within the portfolio.
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PAST TOP PICK
(A Top Pick Mar 31/21, Down 26%) German/Dutch semiconductor company in Europe. Leading supplier of chips for EVs. Big retracement with the geopolitical tensions. He's not adding right now, still owns a 1.5% position. You could buy in thirds here just over $30, 25, and 22-23. Put your stop at $19-20.
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PAST TOP PICK
(A Top Pick Jun 19/24, Up 2%)
Surprised it hasn't done better. They make semis for EV's, the kings of that. They have avoided tariffs for selling to China. Well-positioned for growth in EVs. There's growth in all their segments, and margin recovery is expected. They just bought the automotive internet side from Marvell, which enhances profit offerings and margins. IFNNY is getting rich here, nearing its price target, so he has been writing calls.
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All 3 Top Picks today play in the sandbox of 4 areas: auto, industrial, edge AI, and definitely AI infrastructure.
(Analysts’ price target is $52.00)Processing power management and computing infrastructure. Well positioned in AI revolution, though price doesn't really reflect that. 12-month target of $45. Cyclical. Wouldn't be surprised at a pullback over the summer; pick it up here at $39, and then around $36-37.